Andrew Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Russell Wealth Advisors since 2017 and has prior experience at LPL Financial and Russell Wealth Management. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for mainly individual and high-net-worth clients. The firm employs a combined fundamental and technical investment approach, offering discretionary asset management as well as financial planning and consultation services.

Gary Russell is a financial advisor at Russell Wealth Advisors with 43 years of industry experience. He holds a Series 63 designation and has worked with LPL Financial for over 30 years before joining Russell Wealth Advisors in 2017. Russell Wealth Advisors is a small firm with three advisors managing approximately $91 million for about 119 clients, primarily individual and high-net-worth households. The firm provides discretionary asset management and financial planning services, using a combination of fundamental and technical analysis alongside strategic and tactical asset allocation to tailor portfolios.

Adam Russell is a financial advisor at Russell Wealth Advisors in Boone, Iowa, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2007. Outside of advisory services, he is a business owner of Timberline Cabinet Supply Company LLC, a woodworking supply company. Russell Wealth Advisors serves primarily individual and high-net-worth households, managing approximately $91 million across three advisors. The firm combines fundamental and technical investment methods with strategic and tactical asset allocation to tailor portfolios, offering discretionary asset management as well as hourly and one-time financial planning services.

Troy Thompson is a CFP® professional with 37 years of industry experience, currently serving at First Heartland Consultants, Inc. in Boone, IA. He has been with First Heartland Capital Inc since 2002. Thompson is a volunteer member of the Boone County Hospital Board of Trustees. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Gabe Bowers is a financial advisor at J.W. Cole Advisors, Inc. with 23 years of industry experience. He holds the ChFC® designation and has worked at firms including OSAIC and Signator Investors, Inc. Outside of his advisory role, Bowers serves on several local boards, including the Boone Education Endowment Fund and Boone County Economic Growth, and is president of the Boone/Story I-Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Kirk Tokheim is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at AE Financial Services, LLC, AE Wealth Management, LLC, and Waddell & Reed Inc. Outside of finance, he has operated a woodworking business since 2021. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing a range of investment strategies and maintaining firm-level affiliations that support its broad service offerings.

Samuel Byriel is a financial advisor with Edward Jones in Boone, IA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Delaget and the University of Northwestern–St. Paul. He was also the owner and operator of Byriel Window Washing from 2017 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm operates an SEC-registered advisory program with approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors.

Roseann Johnson is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. She holds a Series 66 designation and previously worked for Peraton for over three decades before joining Cambridge. Outside of her advisory role, she volunteers in customer experience activities. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension plans through a network of independent financial professionals. The firm offers a range of advisory services, including financial planning, portfolio management, and retirement plan advisory, utilizing various account platforms and third-party strategists.

Adam Good is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 11 years with Investment Centers of America. Outside of his advisory role, he is co-owner of GOOD ONE, LLC, a company involved in real estate rental. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Shawn Shindelar is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Goodwealth Financial Partners, RE/MAX Real Estate Center, and Sherer Construction. Outside of advising, he is also a notary and has experience as a real estate agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

Keith Berg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He worked at Investment Centers of America, Inc. for 28 years before joining LPL Financial in 2017. Outside of his advisory role, he is co-owner of an office building through a separate business entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a range of financial solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and lending services.

Colette Gunhus is a financial advisor with Ameriprise in Boone, IA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She previously worked at TIAA and TIAA-CREF from 2009 to 2017 before joining Ameriprise Financial Services Inc and later Ameriprise. Outside of her advisory role, she is an owner of Cyrish Properties LLC, a real estate business. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations through a centralized consulting team.

Perry Overton is a CFP® with 13 years of experience in the financial industry. He has been with Edward Jones since 2013. Outside of advising, he is involved in managing an LLC focused on the general maintenance and oversight of real estate properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary investment strategies, and operates under a fiduciary standard.

Shellie Grabau is a CFP® professional with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard.

Samantha Stephens is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2017 and previously spent four years with Investment Centers of America. Outside of finance, she manages a chiropractic clinic in Ogden, IA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Beth Williams is a financial advisor with Wells Fargo Clearing, holding Series 63, 65, and 66 licenses and 27 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she serves as a finance council member at St. Rose of Lime/Sacred Heart Church in Denison, Iowa. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Alyson Price is a financial advisor with Edward Jones in Boone, Iowa, holding a Series 66 designation. She is part of a firm with a large nationwide presence and extensive experience in wealth management. Edward Jones serves over four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates under a fiduciary standard.

Kevin Hanson is a financial advisor with Edward Jones in Boone, IA, holding CFP® and Series 66 credentials and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at State Farm Insurance from 2014 to 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large nationwide network of financial advisors and branch offices.